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GSheader It is one of a series of documents introducing Joomla! 1.5 and is the last of five documents about designing and creating a new web site.

Who is it written for?

Everyone - who is going to set up a Joomla! site.

It is written on the assumption that you do not have much web experience.

Introduction

There are five 'background' pages with essential information about different aspects of designing a site. The background is separated so that the flow of creating the site is not interrupted by asides. The documents are all aimed at helping you to understand what is going on, whether you have a large or a small site.

If you have little experience with web sites, you will need to make more use of the background material than if you are an experienced developer. They are there to be used according to your needs.

Before you start

Give thought to content and design, as recommended in the background documents. Best practice is to have thought about the site and to have a plan of the content and design features before you create the site.

The mechanics of creating a web site

This can be done on any instance of Joomla! running Joomla! 1.5 but the detail will depend on the facilities you have available. It is useful to use 'localhost' to get familiar with the processes involved.

Using 'localhost'

This is a very good way to explore how to create new content because you can try things without doing any harm to an established site. An instance of Joomla! with no data is particularly valuable here.

Login Module

This is needed before articles and menus can be restricted to Registered users.

This Module displays a username and password Login form. It also displays a link to retrieve a forgotten password.

Choose New for a new module

From the list of Site Modules displayed:-

Click Login option

Click Next on the Header

The Module Edit page displays

Leave most of the settings as they are, but enter these:-

Title - Login

Position - Left (try Right if you want to see the effect of doing this)

Menu Selection - leave this as All unless you want to have the login on selected pages.

When the person logs out, they are re-directed to the Home page. Remember these can be altered later.

You can alter a few display options - here there is some text above the login boxes.

Save the Module

To see the result:-

Click Preview

There should now be a Login displayed to the left, beneath the Menu

If User registration is enabled then the link "Create an Account" will be shown to invite Users to self-register.

Note that this is set so that visitors can create a user account for themselves. You can disable this in the User Settings of the Global Configuration screen. See Starting to manage a Joomla! site

Breadcrumbs

This module displays a 'breadcrumb' trail of where you are in the menu.

Using Module Management:-

Choose New for a new module

Choose the Breadcrumbs type

Parameters:-

Position: Left

Other Modules can be added later

Create the content heirachy

You should have an inital idea of what Sections and Categories you are going to use. If not - then re-visit the background on this which is Linked here. The rest of this part is about the mechanics of creating Sections and Categories, followed by Menus and Articles.

The example below takes part of a design for a sailing club web site showing how the basic information about the club could be designed in Section and Categories.

An example:

Section

Category

About

About the club

Contacts

Find Us

How to Join

Subscriptions

Newsletters

History

Create the Sections

In the Administrator Back-end:-

In Section Manager

Select New

The New Section page is displayed. Simply add the Section Title (About the Club) at this stage. The Alias is added automatically.

Create a new Section. Other options are covered in Help.

Create the Categories

In the example here, there are several Categories for this Section

In the Category Manager

Select New

Here you need also to enter the Section. There is only one but as more are created they are available in a pull-down list.

Creating Categories. Note that there are brief instructions about the use of the page, planned to have a list of Newsletters. Other options are covered in Help.

Here the Description allows a brief instruction about the use of the page, planned here to have a list of Newsletters.

Create Menus and some Articles

Remember:-

Nothing shows on the site until it has been linked to a Menu Item

Joomla! adds the Main menu to your site automatically to display the Home page.

You should already have thought about the Menu and Menu Items you are going to need. Make sure that you use names that makes sense to anyone visiting the site. If not - look again at the Background information.

In the example the Menu Items are closely related to the Categories, although not necessariily displayed in the same order or with the same names.

An aside on layouts:

For the blog and list layouts you do not need any articles available before you create the menu.

To create a Menu Item for an Article layout, you do need to have an Article to use in the Menu definition, even if it is not complete.

Plan of the Menu Items

An example of some of the menus for a site about a club

Top level

Second level

Type and comment

Home

Default blog layout

About the Club

Article layout

How to join

an article with suitable information

Find the club

an article with a map

Subscriptions

an article with the list of how much it costs

Contacts

an article with a list of contacts and details

History of the Club

a blog layout with READ MORE articles

Newsletters

a list layout so that more than one newsletter can be seen

Add a new Article

Article Submission layout, so that people with the right permissions can add articles

Creating the Menu Items

To create a menu for an Article layout, you need to have an Article to use for the Menu definition, even if it is not complete.

Create Articles for any that you are going to define as having Article Layout.

You can leave them as Uncategorised as they are positioned in the right place by the menu definition. But if they really belong to a Category, then select the right one.

There is one already there - this is the Home menu page that comes with Joomla! by default. (This can be altered but not here)

Select New

This steps through a couple of choices

Select Menu Item Type

The Menu Item Type controls how articles are displayed. This shows the one for Article Layout.

Fill in the name of the menu

Select the right article to display

Selecting the Article and other Parameters

Preview or go to the Site to see the result.

List and blog layouts

Choose the approprate layout from the first screen

The other Parameters can be altered to show fewer things in the Table Headings.

Here the Menu Item is located beneath another Menu Item, namely About the Club

Adding Articles

Most content is added after suitable Menu Items have been created.

Each site has its own policies about who creates Articles and maintains the content. One advantage of a system such as Joomla! is that Articles can be created by numerous people if they have the right permissions.

Adding Users

Part of thinking about a site is to decide what kinds of users you will need to give specific permissions to. This also influences the levels of access you allowed on Sections, Catagories and Articles.

The User:[new] management page allows you to enter the details. To the left you enter the name and user name, as well as selecting the Group for the user. To the right there are options for other choices, including different editors. So you can make different choices for different users. If nothing is chosen under Parameters, then the Global choices will be used.

The options available for adding a new User and selection of the right Group

Self-registration: Some sites allow self-registration. In other words, new users register themselves. Make sure that the default Group is Registered so that no edit permissions are given!

Transfer an existing site into Joomla!

Sometimes there is already some material on an existing site and it seems a good idea to use this as a basis for a Joomla! site so that the content can be managed more flexibly.

There is no automated way to press a button and transfer a static site into Joomla!

There are various strategies for doing this. A simple conversion is useful if you have very little content or the site has a simple structure. For the best result, it is better to re-think the design of the site and then transfer the content.

A simple conversion

It steps through a possible method, starting with creating new articles and copying the text from existing pages into them.

It does not design a content hierachy to start with.

If you do this, you can modify the site as you get to know it better. You also need to:-

Add users with appropriate levels of permission

Use the existing content in a newly developed Joomla! site

Here you go through the design processes suggested in these documents, just as if you were going to create a new site. But you can use the old site as an indication of the likely Sections, Categories and Menus needed. It is also helpful to know that you can create the site with a default Template but alter the tempate (or use another Template) later. Thus you would decide upon and create:-

Sections

Categories

Decide which Template to use

Decide on the Menus. You do not have to stick to simple article menus - you could have blog or list layouts for example.

Create Articles to match those in the existing site

Copy and Paste the content from the existing pages into the editor.

You may need to alter layouts and do some editing.

You will also need to import any illustrations

Add users with suitable permissions

This would give a site with the functionality appropriate to Joomla! from the beginning for very little extra thought and a lot less muddle and chaos. Most of the initial work would be in transferring the content should it need a lot of extra editing.